MidWestOne Financial Group
SMMD icon

MidWestOne Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

MidWestOne Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,226
Closed -$1.7M – 307
2025
Q1 		$1.7M Buy
27,226
+2,884
+12% +$194K 0.24% 94
2024
Q4 		$1.66M Buy
24,342
+3,409
+16% +$238K 0.23% 92
2024
Q3 		$1.42M Buy
+20,933
New +$1.37M 0.2% 115
2024
Q1 		– Sell
-56,000
Closed -$3.45M – 300
2023
Q4 		$3.45M Buy
+56,000
New +$3.1M 0.66% 31

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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MidWestOne Financial Group's SMMD Position: Q2 2025 in Review

MidWestOne Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 27,226 shares — an estimated $1.7M sold.

MidWestOne Financial Group first reported a position in SMMD in Q4 2023 and held it in 4 quarters. The position peaked at $3.45M in Q4 2023. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • MidWestOne Financial Group reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • MidWestOne Financial Group sold 27,226 iShares Russell 2500 ETF shares in Q2 2025, an estimated $1.7M.
  • MidWestOne Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 4 quarters.
  • MidWestOne Financial Group's iShares Russell 2500 ETF position peaked at $3.45M in Q4 2023.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on MidWestOne Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.